PLANROCK WEALTH STRATEGIES, LLC

Overview

Planrock Wealth Strategies, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2020. The firm is individually owned and advises both high-net-worth individuals/families and institutional clients. Its advisory mandate centers on discretionary portfolio management for individuals and small businesses as well as for investment companies. Compensation is charged as a percentage of assets under management and via fixed fees. Planrock does not position itself as an ESG-focused manager and does not operate as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives